See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,697 | $62,586+16.2% | $76,768-5.3% | $64,186+13.3% |
| Participation rate | 57.8% | 72.8%-15.0pp | 77.0%-19.1pp | 69.6%-11.8pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $702 | $1,832-61.7% | $2,485-71.8% | $2,381-70.5% |
| Participant deferral / active EE | $2,830 | $3,145-10.0% | $3,852-26.5% | $3,470-18.4% |
| Admin fee / account holder | $3,201 | $4,667-31.4% | $6,675-52.0% | $4,888-34.5% |